When should an organization hire a CFO?

An important internal tipping point is when information that helps the business make timely and important decisions is not being prepared. Business owners make decisions at the pace of the business and must be able to rely on the accurate and timely information.

All organizations large and small need to have strong financial management as part of their decision making process. Outsourcing the CFO/Controller function allows organization’s access to this role while keeping it affordable.

  • Strategic thinking

  • High level financial reporting & interpretation of the financial results

  • Manage growth and external changes profitability

  • Cost control measures

  • Forward-thinking & planning

  • Oversee, design & manage bookkeepers for accurate processing of financial information

Professional financial management at an affordable cost.

  • We customize our services to each organization’s unique needs.

  • We don’t require our clients to sign a long-term contract.

  • We charge fees based on an hourly rate, so you only pay for the time we spend working with you.

  • We keep our overhead costs low and pass those savings on to you with affordable rates.

  • We take time to get know you and assess your organization’s needs.

  • We work on-site or remotely, or a combination of both; whatever works best for you.

  • We utilize your current resources and maximize efficiencies to save you time and money.

  • We enable you to think strategically, to be proactive rather than reactive.

  • We support your accounting needs, but you retain control of your accounting system.

  • We stand by our reputation: 95% of our clients come from referrals.

  • We forge strong, supportive partnerships with your company management.

  • We facilitate finance-related communication between CEOs, directors, and program staff.

  • We serve as your trusted advisor.

  • We offer guidance in accounting and other business matters.

  • We educate our clients. We’ll spend one-on-one time with your CEO and directors to ensure that they have a firm understanding of your organization’s financials and can communicate that information with confidence and ease.